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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33718 | Advisory (Plan) | $28,909 |
NATIONWIDE7 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,424 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES, LLC Service code 10 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 210463250 | Accounting | $5,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,588 | $84,499+17.9% | $125,391-20.6% | $66,949+48.8% |
| Participation rate | 66.0% | 76.4%-10.4pp | 82.4%-16.3pp | 69.8%-3.8pp |
| Annual return | -17.71% | -8.49%-9.2pp | 572.41%-590.1pp | 1.57%-19.3pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $8,217 | $6,785+21.1% | $7,448+10.3% | $4,239+93.8% |
| Admin fee / account holder | $751 | $685+9.7% | $10,009-92.5% | $594+26.6% |